KEY SKILLS AND COMPETENCIES

Excellent written and oral communication skills
Coaching and mentoring
Leadership skills – Problem-solving, decision making, negotiation, influencing skills, stakeholder engagement.
Strong analytical skills, independent mind, resilient, passion for continuous learning and personal growth
Process development and improvement, change agent.
Highly motivated and driven, has sense of responsibility and urgency.

AREAS OF EXPERTISE
US Indirect Tax and PH Taxation
General Accounting, Accounts Payable, inventory and Petty Cash Fund
Forecasting, inventory management
Stakeholder (customer, vendor, US government) relations management and stakeholder engagement.
Knowledgeable and proficient on MS Dynamics NAV, GSAP R/3, Sabrix/One Source Indirect Tax, FileNet, eDocs, TRIM, BIR EFPS, MS Office (Word, Excel, PowerPoint, Outlook, Access, OneDrive) and SharePoint

CERTIFICATIONS
Certified Public Accountant, June 2013
Green Belt Certified, February 2016

AWARDS AND RECOGNITIONS
FO EVP Award Winner, 2016 and FO EVP Award (nominee), 2019
Tax Senior Specialist of the Year (nominee), 2016
Tax Specialist of the Year, 2014
1st Customer Champion Award, 2014
Consistent I AM EXCEPTIONAL AWARDEE, 2012 – 2015

WORK EXPERIENCES

US INDIRECT TAX COMPLIANCE SENIOR SPECIALIST, SHELL BUSINESS OPERATIONS – MANILA

JANUARY 1, 2016 – PRESENT

Review tax returns, tax payments, tax reconciliation and variance analysis.
Oversee and ensure completeness and submission of tax returns in a timely and accurate manner.
Operate RDS Control related to review of tax returns.
Liaise with US government (verbal and written) to resolve assessments and correspondences.
Acts as team SME to provide technical and process expertise to FO and non FO stakeholders.
Coach and mentor lower group colleagues.
Initiate and lead various process improvements (return filing/payment method, record maintenance migration, UAT testing on GSAP update)
Heavily involved in migration of tax compliance senior specialist role.
Oversee migration of Withholding Tax (1099 and 1042) reporting process.
Cluster Lead Super User and team information focal point.
US INDIRECT TAX ADMINISTRATION SPECIALIST, SHELL BUSINESS OPERATIONS – MANILA

April 2012 – December 2015

Analyze customer account’s tax status and review customer exemption account set-up in the system.
Update, manage and solicit customer tax exemption certificates.
Perform root-cause analysis on disputed invoices and recommend corrective and preventive measures to mitigate risks.
Assist state tax legal advisors and auditors during the state audit.
Perform User Acceptance Testing (UAT) for GSAP update and Sabrix/One Source Indirect Tax upgrade.
Acts as team SME and SU. Support team with technical and process expertise.
Research, analyze and assess impact of tax regulations and statutes in the team’s process.
Coach and mentor team analysts on a regular basis to improve their technical and leadership skills.
Participate and lead various team process improvement projects (fixing the past, solicitation of certificates, tax matrices, data quality standard)
High interaction with the Finance business stakeholders including Sales Support, Data, Compliance, Pricing, Credit and Management, and corporate center to improve the team’s process.
ACCOUNTANT, ACS MANUFACTURING CORPORATION (JUNE 2, 2008 – FEBRUARY 4, 2012)

TAX ACCOUNTANT (June 2008-Feb 2012)

Evaluate new contracts and transactions for possible tax implications
Review new laws, regulations and rulings and how they will affect the different business units
Prepare Monthly and Annual Withholding Tax – Expanded (1601E/1604E), Withholding Tax – Compensation (1601C/1604CF) and Annual Alpha list of Creditable Income Taxes Withheld.
Prepare Monthly and Quarterly VAT Returns (2550M/2550Q) and Income Tax Returns (1702Q/1702).
Prepare and summarize Accounting on: Purchase of Capital Goods, Domestic Purchase of Goods and Services and Importation of Goods (Foreign).
Files and pay returns in BIR EFPS, business license and renewals.
Timely and accurate issuance of BIR Form 2306 to vendors.

FINANCIAL REPORTING (June 2008-Feb 2012)

Provide documentation & analysis reports management, Internal/External Auditors and BIR Auditors.
Analyze, reconcile and reviews FS balances as against submitted reports and schedules.
Continually work to improve processes and accounting controls

ACCOUNTS PAYABLE (March 2009- Feb 2012)
Validation of Supplier’s Invoice against Purchase Order (PO)/Telephone Ordering System
Post journal entries and process invoice payment and check issuance to vendors.
Monitor and reconcile Advances to Suppliers and payable accounts for Outstanding Accounts

PETTY CASH FUND CUSTODIAN (February 2009-Feb 2012)
Acts as a custodian of the physical cash maintained in the office
Ensures that all the cash advances are settled as per the internal guidelines and are not long overdue
Reimburse and liquidate approved receipts
Reconcile and replenish PCF

MATERIALS INVENTORY PLANNER, HIZON LABORATORIES INC (SEPTEMBER 15, 2007 – APRIL 4, 2008)

Forecast material requirements for the month needed in production
Prepare Purchase Order Requisition, Return/Reject/Transfer (RRT) Form of Materials for pull-out/ return to supplier and process Billing Reports of Clients
Prepare Analysis report for rejected and expired items
Prepare stock cards of materials purchased and post material requirement of product to production.
Assist and facilitate in year-end pre- count and actual physical inventory
Engaged in reconciliation of year-end inventory
Investigate and prepare Deviation/Analysis Report for anomalous and peculiar shortage/overage of stock in warehouse
Monitor and facilitate retest of Raw Materials and Packaging Materials.

ACCOUNTING STAFF, STYLISTICA FASHION MARKETING (MAY 10 – AUGUST 15, 2007)

Prepare weekly and monthly inventory report
Prepare debit memo and credit memo
Prepare collection slip for markdown, discounts and pull-out items

SEMINARS AND TRAININGS ATTENDED

US Indirect Tax Update, February 2016 (Houston, Texas)

Yellow Belt training, April 2013

MS Access Advanced, September 2012

Tax Updates and Other Year-end Reports Requirement (December 15, 2011 at BIR)

Briefing on Income Tax Return (April 8, 2011 at BIR)

Briefing on VAT (March 22, 2011 at BIR)

EFPS Briefings (February 21, 2011 at BIR)

Public Dialogue on RR15-2010 (January 19, 2011 at BIR)

Dialogue for Newly Enlisted Large Taxpayers (January 18, 2011 at BIR)

Taxation on Minimum Wage Earners (November 14, 2008 at BIR)

CGMP Training (February 12, 2008)

EDUCATIONAL ATTAINMENT

2003-2007              Polytechnic University of the Philippines (Sta. Mesa, Manila), BS Accountancy

1999-2003               Sumulong Memorial High School (Antipolo City), Fourth Achiever

1993-1999               Juan Sumulong Elementary School (Antipolo City)

PERSONAL INFORMATION

AGE AND BIRTHDAY                             33 years old, 12/04/1985

NATIONALITY                                         Filipino

STATUS                                                       Single